As an Investment Advisor, you will play a crucial role in managing and growing the client portfolios by providing expert investment advice and guidance. You will work closely with high-net-worth individuals and institutional clients, understanding their financial goals, risk tolerance, and investment preferences to develop personalized investment strategies. Your primary objective will be to deliver superior investment performance, excellent client service, and foster long-term client relationships.
โ
Responsibilities:
Conduct thorough financial assessments of clients to understand their investment objectives, risk tolerance, and liquidity requirements.
Develop and implement customized investment strategies based on client's financial goals, market conditions, and risk profiles.
Provide expert advice on a wide range of investment products, including equities, fixed income, real estate, alternative investments, and structured products.
Monitor financial markets, economic trends, and regulatory developments to identify investment opportunities and risks.
Continuously monitor and review client portfolios, conducting periodic performance analysis and making necessary adjustments to optimize returns.
Build and maintain strong client relationships, serving as the main point of contact for all investment-related matters.
โ
Qualifications:
Bachelor's degree in finance, economics, business, or a related field. A master's degree or CFA designation is highly desirable.
Minimum of 8 years experience as an Investment Advisor or similar role, preferably within an External Asset Management firm or Private Bank.
Strong knowledge of financial markets, investment products, and portfolio management techniques.
Demonstrated track record of successfully managing investment portfolios and achieving superior investment performance.
Excellent analytical skills with the ability to evaluate complex financial data and market trends.
Strong understanding of risk management principles and the ability to develop tailored investment strategies based on clients' risk profiles.
Fluency in English is required. Knowledge of additional languages is a plus.
โ
